2025-12-10 07:50:23

#数字资产生态回暖 when DeFi has become an old story, MEME coins have become casinos, L2 has fallen into the quagmire of involution, and public chains can no longer deceive people...... Did you find out? Almost all mainstream tracks have been played through.

Aave has long secured its position as the largest blockchain bank. Stablecoin market? It has already been divided by USDT and USDC. Perpetual exchange? There are also people who occupy the mountain as king. Privacy coins are limited by regulation, and the imagination space is inherently small.

So what's next?

It is RWA - real asset on the chain. This track has just become popular, and the market value ranking has not yet entered the top ten, indicating that the real feast has not yet begun. Benchmarking against the early DeFi, the entire ecosystem has just been reclaimed, and the king has not yet appeared.

Let's take a look at a few that are currently working: ONDO specializes in on-chain stock trading, allowing traditional financial assets to flow; SYRUP focuses on US dollar yield products; PLUME wants to build a high-performance public chain dedicated to RWA. The ideas are different, but they all point in the same direction - to connect traditional assets with the on-chain world.

One of the most interesting is ONDO's logic. Putting high-value assets such as stocks on the blockchain to trade and break geographical restrictions may really be the way to play in the future. Imagine global investors being able to trade global assets on-chain, how big is that boundary?

That's where the opportunity lies. Instead of competing on a crowded track, focus on places that haven't been fully explored. History tells us that the greatest gains often come from corners that are overlooked by most people.

AAVE-2,06%

ONDO-3,06%

SYRUP-2,06%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

25 Likes

Reward
25
8
Repost
Share

Comment

0/400

DefiOldTrickster

· 2025-12-13 01:54

I've been exploring RWA for a while, but honestly, ONDO's logic is a bit idealistic. The real vampire is the compliance cost; this guy is thinking too simply.

View OriginalReply0

BuyHighSellLow

· 2025-12-12 22:20

RWA definitely has potential, but those daring enough to get on board need to be brave I get ONDO's logic this time, but I'm just afraid it might be another new concept that cuts the leeks again It's also "the greatest profits come from overlooked corners." Will history really repeat itself? Honestly, I didn't get on the early DeFi wave, and if I miss this RWA too... well, probably not both times What do regulators think about ONDO bringing stocks onto the chain? These ideas are all too idealistic I'm not following the trend this time, let's wait and see. There have been too many painful lessons Moving traditional finance onto the chain sounds simple but is difficult to do. Can ONDO really break through? Honestly, this sector is still too early, with risks and opportunities both ridiculously high

View OriginalReply0

GateUser-9ad11037

· 2025-12-12 14:17

RWA sounds promising, but do you really dare to put money into it? The pioneers have all fallen on the beach. ONDO's idea sounds good, but it still depends on how the regulations handle it. It's the same rhetoric about the "next hot trend." Why am I so skeptical? Tokenizing traditional assets sounds simple, but how feasible is it to actually do? Early DeFi also claimed that, and now look at how Aave's annual yields are doing. Profits are never announced as the next step; they are already in action. Instead of waiting for the king to appear, it's better to wait for the ecosystem to collapse and then see which projects survive.

View OriginalReply0

DancingCandles

· 2025-12-10 08:19

It's the story of RWA again, I've been listening to it for a whole year Is it true or false, can ONDO break geographical restrictions? Can supervision really pass? It is always the group that eats crabs early to make money, and we latecomers can only drink soup It's time to stud when you look at it, it's a curse But it's true that the mainstream track is about to rot, and you have to find something new

View OriginalReply0

PanicSeller

· 2025-12-10 08:18

It's time to fool RWA again, is this time really different? Wait, ONDO engages in on-chain stocks... How does this supervision work? I can't get into the top ten and dare to say that the feast hasn't started, how can I listen to the story like the previous rounds To put it bluntly, I am still betting on the next outlet, and I want to know who will survive to the end Opportunity? Forget it, I'll take a look, anyway, I didn't miss anything

View OriginalReply0

ChainMemeDealer

· 2025-12-10 08:13

RWA is really the next outlet, but I feel that those who enter the market are still in the exploration stage ONDO's idea is indeed a bit interesting, but can the stock chain really break the game? How to pass the supervision It's the beginning of another round of leek cutting, and the routine is still the same Wait, PLUME specializes in RWA public chains? I haven't heard of it, is it reliable? Where most people overlook... It's just junk coins that no one wants, don't bluff me

View OriginalReply0

DecentralizeMe

· 2025-12-10 08:13

This wave of RWA is really different, it feels like something --- It's an "opportunity" and a "feast" again, and I want to be all in, but the result --- ONDO's logic sounds good, but can it really break geographical restrictions? How to pass the supervision --- To be honest, this is how DeFi was blown in the early days, and in the end, large investors cut off retail investors, and now RWA will be the same script again --- How long is the window of opportunity to buy the bottom of RWA, I feel that people have begun to pile up --- What does it mean that the top ten can't enter the market capitalization, is no one really optimistic or is it really just starting? Anyway, I didn't figure it out --- Putting stocks on the chain, if the compliance issue is not solved, everything else will be in vain --- The last paragraph summarizes well, picking up leaks is the art of making money, but knowing and doing are two different things

View OriginalReply0

OnchainDetectiveBing

· 2025-12-10 08:08

I'm optimistic about this wave of RWA, but to be honest, I still have some reservations about ONDO's logic Having said that, how can supervision pass this level? This is how early DeFi was blown... The result? I don't agree with the saying that you don't get together in a crowded track, but who knows if RWA will become the next crowded track SYRUP dollar returns sound a bit false, who will cover the bottom Wait, can moving stocks to the chain really break geographical restrictions? Why do I feel more stuck in supervision It's very interesting to watch, but I don't dare to start

View OriginalReply0